SME - Setup Module: Difference between revisions

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SME - Setup Module
SME - Setup Module
<br>For a summary of initial setup steps, see [[SME Setup]]
This is an index of various setup pages:
# [[Company - setup]]
# [[Company - setup]]
*1.1 [[Company Information]]
## [[Company Information]]
*1.2 [[System]]
## [[System]]
*1.3 [[Order]]
## [[Order]]
*1.4 [[Default Export to QuickBooks Settings]]
## [[Default Export to QuickBooks Settings]]
**1.4.1 [[Export Options for Purchase Orders]]
### [[Export Options for Purchase Orders]]
**1.4.2 [[Export options for Subcontractors]]
### [[Export options for Subcontractors]]
**1.4.3 [[Export Options for Inventory Items]]
### [[Export Options for Inventory Items]]
*1.5 [[Customer Defaults]]
## [[Customer Defaults]]
*1.6 [[Lookup Lists]]
## [[Lookup Lists]]
*1.7 [[Common Services]]
## [[Common Services]]
*1.8 [[Notifications]]
## [[Notifications]]
*1.9 [[User Groups - setup]]
## [[User Groups - setup]]
**1.9.1 [[User Security Clearances]]
### [[User Security Clearances]]
**1.9.2 [[Administrative Clearances]]
### [[Administrative Clearances]]
**1.9.3 [[Tab Settings]]
### [[Tab Settings]]
# [[Users - setup]]
# [[Users - setup]]
* [[Details and Settings - User]]
## [[Details and Settings - User]]
*2.2 [[Log]]
## [[Log]]
*2.3 [[Technician Settings]]
## [[Technician Settings]]
* 2.4 [[Order History]]
## [[Order History]]
*2.5 [[Email Settings]]
## [[Email Settings]]
* 2.6 [[Stored Documents - user]]
## [[Stored Documents - user]]
# [[User Preferences]]
# [[User Preferences]]

Latest revision as of 15:43, 14 June 2016

SME - Setup Module
For a summary of initial setup steps, see SME Setup This is an index of various setup pages:

  1. Company - setup
    1. Company Information
    2. System
    3. Order
    4. Default Export to QuickBooks Settings
      1. Export Options for Purchase Orders
      2. Export options for Subcontractors
      3. Export Options for Inventory Items
    5. Customer Defaults
    6. Lookup Lists
    7. Common Services
    8. Notifications
    9. User Groups - setup
      1. User Security Clearances
      2. Administrative Clearances
      3. Tab Settings
  2. Users - setup
    1. Details and Settings - User
    2. Log
    3. Technician Settings
    4. Order History
    5. Email Settings
    6. Stored Documents - user
  3. User Preferences
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